Control how your assets and wealth are managed – and plan your legacy.

Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the people, charities, organisations and causes that matter to you most.

CAPITA, through the Legal Department of the Barbados Public Workers Credit Union, parent company of CAPITA, can create an estate plan that maps out how your estate and assets will be distributed upon your death. 

Your estate plan reflects your unique needs, wants and wishes. It can help:

• Keep a business, property or cherished asset in the family
• Protect assets and help others make decisions on your behalf
• Providing ongoing management of your affairs
• Minimise the tax burden for those inheriting your wealth
• Fulfil your philanthropic goals and create your personal legacy

Will preparation services

A Will is a written, signed and witnessed document that allows an individual to make provision for the disposal and distribution of their property and possessions after their death. This can be changed at any time during the life of the individual.

What are the steps to create your will?

Follow the simple process and let us help you create your Will and improve your peace of mind.

1. Complete the Will Preparation Application Form
2. Call 430-5248/5211 to make an appointment with the Chief Legal Officer
3. Bring your completed Will Preparation Application Form to the appointment
4. The General Counsel will advise you and prepare a Will based on your specific instructions and tailored to meet your family situation.

Will preparation services

A Will is a written, signed and witnessed document that allows an individual to make provision for the disposal and distribution of their property and possessions after their death. This can be changed at any time during the life of the individual.

Follow the simple process below and let us help you create your Will and improve your peace of mind.

1. Complete the Will Preparation Application Form
2. Call 430-5248/5211 to make an appointment with our General Counsel at
   our Belmont Road Office.
3. Bring your completed Will Preparation Form with you to the appointment.
4. The General Counsel will advise you and prepare a Will based on your specific
   instructions and tailored to meet your family situation.